Filed October 10, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $94,240 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 50 43 MAIN STREET SE STE 148 · MINNEAPOLIS, MN 55414 | Direct Payment | $47,000 |
GRAY PLANT MOOTY1 year Filed as: GRAY PLANT MOOTY MOOTY& BENNETT PA Service code 29 80 SOUTH 8TH STREET 500 IDS CENTER · MINNEAPOLIS, MN 55402 | Legal | $42,943 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $18,709 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,034 | $45,382+153.5% | $154,107-25.4% | $75,289+52.8% |
| Participation rate | 98.0% | 65.9%+32.1pp | 83.0%+14.9pp | 72.4%+25.6pp |
| Annual return | -5.47% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $11,272 | $1,533+635.4% | $5,298+112.8% | $2,405+368.7% |
| Participant deferral / active EE | $5,033 | $2,384+111.1% | $5,081-0.9% | $3,739+34.6% |
| Admin fee / account holder | $77 | $89-13.5% | $13,411-99.4% | $102-24.5% |